See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $62,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $49,972 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,534 | $61,156+57.8% | $185,823-48.1% | $79,386+21.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.29% | 19.45%-4.2pp | 122.05%-106.8pp | 116.85%-101.6pp |
| Employer contribution / active EE | $5,751 | $2,321+147.9% | $5,167+11.3% | $2,427+136.9% |
| Participant deferral / active EE | $3,630 | $2,789+30.2% | $5,568-34.8% | $4,046-10.3% |
| Admin fee / account holder | $387 | $710-45.4% | $16,237-97.6% | $626-38.1% |